At Mackey Advisors™ we believe in client education and confidence.  In this age, it is important to know how your money is working for you and why your investment advisor makes the decisions they do.

We hold seminars throughout the year so people know how we do business and why we believe in doing it in such a way.  Confidence in your investments and advisor should be a part of every financial plan.

Our investment selection process begins with careful consideration of what areas to invest in and how much to invest in each.  Our well rounded group of economic sources enables us to select the sectors and areas of the market we believe our clients should invest in.

Like most investors, we do not enjoy risk either.  Most of our portfolios make use of exchange traded funds (ETFs) and mutual funds.  This diversification of investments minimizes stock specific risk in your portfolio, ensuring the next Enron or WorldCom does not bring you down with it.

These funds are selected after careful screening of some of the following areas:

·         1 & 3 Year Return

·         Manager Tenure

·         Fund Age & Size

·         Expense Ratio

·         Standard Deviation (volatility)

·         Alpha Score (return potential)

Only when these criteria are met does a fund become a choice for our clients’ portfolios.  We strive to make available high quality and affordable investment choices.  What we do should not have to be secret.  We conduct our business in the open and welcome input.  One of our ongoing efforts during 2009 will be putting in place an advisory board to discuss the financial markets and further promote the concept of full disclosure.

When selecting an investment advisor, trust should be among your greatest factors.  We strive to ensure each of our clients experiences that trust and hope to share it with you.  To learn more about Mackey Advisors™ call us today at (859) 331-7755 or email us at Andy@CultivatingProsperity.com.